Have you ever considered the day when you wouldn’t ever need to open your QuickBooks file. Each month, you receive your updated Profit & Loss and Balance Sheet, but your time is free to focus on other aspects of your business. You may have started your business with the intention of maintaining your own books, but are finding that you’re spending more time on entering the information and less on reviewing it.
 
On-going services couldn’t be easier.

• Depending on how you run your business, schedule a convenient routine to provide the company file for periodic bookkeeping
• Upload or e-mail your file at designated time and scan necessary paperwork
• We keep your bookkeeping up-to-date and you have access to your file at any time.
• Each month, an updated Profit & Loss and Balance Sheet are e-mailed for your review. Other reports may be requested for your convenience.

 
We also work with various payroll companies for your payroll needs.
 
Capstone’s time is generally billed by the hour, but we also offer monthly packages for budgeting convenience. All packages include Balance Sheet management and Coordination with your CPA for tax matters. Our packages are:
 
Pro* (Best for small businesses with just a few accounts and no employees)
        1.5hrs Monthly Banking reconciliation
        1hr Monthly reconciliation for liability accounts (Loans and Credit Cards)
        .5hr QuickBooks Consultation (phone or e-mail questions)
 
Premier* (Best for small businesses with multiple banking or liability accounts and no                          employees)
        3hrs Monthly Banking reconciliation
        1hr Monthly reconciliation for liability accounts (Loans and Credit Cards)
        1hr Additional Bookkeeping for other clean-up or projects
        1hr QuickBooks Consultation (phone or e-mail questions)
 
Premier with Payroll* (Best for small businesses with fewer than 5 employees)
        3hrs Monthly Banking reconciliation
        3hrs Monthly reconciliation for liability accounts (Loans and Credit Cards)
        After-The-Fact Payroll
        2hr QuickBooks Consultation (phone or e-mail questions)
 
Enterprise* (Best for small businesses with 5 or more employees)
        4hrs Monthly Banking reconciliation
        3hrs Monthly reconciliation for liability accounts (Loans and Credit Cards)
        After-The-Fact Payroll
        1hr QuickBooks Consultation (phone or e-mail questions)
        Periodic Accounts Payable entry
        Periodic Billing
        Industry specific services, such as detailed job cost or inventory management
 
*Payment for packages are billed and due at the beginning of each month, as a retainer. Additional time billed at our hourly rate on the following invoice.